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UnitedHealth
UNH

Overview Fund Activity

3,438 hedge funds and large institutions have $466B invested in UnitedHealth in 2024 Q3 according to their latest regulatory filings, with 240 funds opening new positions, 1,403 increasing their positions, 1,414 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,438
Holders Change
+68
Holders Change %
+2.02%
% of All Funds
49.73%
Holding in Top 10
313
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+16.79%
% of All Funds
4.53%
New
240
Increased
1,403
Reduced
1,414
Closed
131
Calls
$4.64B
Puts
$4.89B
Net Calls
-$249M
Net Calls Change
-$362M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$2.17B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.17B
3
Capital International Investors
Capital International Investors
California
+$813M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$703M
5
DZ Bank
DZ Bank
Germany
+$670M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.04B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$596M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$583M
4
Millennium Management
Millennium Management
New York
-$566M
5
Amundi
Amundi
France
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1976
RKL Wealth Management
Pennsylvania
$1.44M +$67.8K +116 +5%
NHC
1977
Nicholas Hoffman & Company
Georgia
$1.44M +$8.19K +14 +0.6%
BWP
1978
BSW Wealth Partners
Colorado
$1.44M +$244K +418 +21%
BCG
1979
Breakwater Capital Group
New Jersey
$1.44M +$28.6K +49 +2%
PCP
1980
Proficio Capital Partners
Massachusetts
$1.44M -$500K -855 -26%
PWP
1981
Private Wealth Partners
California
$1.43M +$175K +300 +14%
RIA
1982
Regal Investment Advisors
Michigan
$1.43M -$311K -532 -18%
VCM
1983
Vivaldi Capital Management
Illinois
$1.43M +$88.3K +151 +7%
GWA
1984
Gratus Wealth Advisors
Virginia
$1.42M -$26.8K -46 -2%
OL
1985
OneFund LLC
Florida
$1.42M +$2.92K +5 +0.2%
CWA
1986
Cornerstone Wealth Advisors
Minnesota
$1.41M – – –
APW
1987
Austin Private Wealth
Texas
$1.41M +$692K +1,184 +96%
IIA
1988
ICW Investment Advisors
Arizona
$1.41M +$57.9K +99 +4%
FCA
1989
FinTrust Capital Advisors
South Carolina
$1.41M -$42.7K -73 -3%
RP
1990
Riverwater Partners
Wisconsin
$1.41M -$27.8K -47 -2%
UCB
1991
United Community Bank
South Carolina
$1.41M -$153K -262 -10%
Financial Engines Advisors
1992
Financial Engines Advisors
California
$1.41M -$152K -260 -10%
USWIA
1993
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.41M +$98.8K +169 +8%
WAG
1994
Wallace Advisory Group
California
$1.41M -$13.8K -27 -1%
FAT
1995
First American Trust
California
$1.41M +$302K +516 +27%
ACMA
1996
Arbor Capital Management (Alaska)
Alaska
$1.4M -$70.2K -120 -5%
SHFA
1997
SC&H Financial Advisors
Maryland
$1.4M +$585 +1 +0%
CCA
1998
Catalyst Capital Advisors
New York
$1.4M +$109K +186 +8%
HWMO
1999
Heritage Wealth Management (Ohio)
Ohio
$1.4M – – –
PMFA
2000
Plante Moran Financial Advisors
Michigan
$1.39M -$37.4K -64 -3%
78 79
80
81 82